Managing your Sales Cycles in Q-Revenue ensures your revenue forecasting remains accurate, your sales team stays aligned, and your pipeline reflects real progress.

This article explains how to manage, edit, optimize, and control your sales cycles effectively.

What Is Sales Cycle Management?

Sales Cycle Management in Q-Revenue allows you to:

• Edit existing sales cycles

• Modify sales stages

• Adjust win probabilities

• Add or update step tools

• Archive unused cycles

• Optimize forecasting accuracy

Proper management ensures your revenue projections remain reliable and data-driven.

1. Viewing & Accessing Sales Cycles

To manage an existing sales cycle:

1. Go to Q-Revenue Dashboard

2. Click Sales Cycles
   
   

3. Select the cycle you want to manage

You will see:

• All defined stages

• Assigned probabilities

• Attached tools

• Active deals within the cycle

2. Editing a Sales Cycle

You may need to update your sales cycle as your business evolves.

You Can Edit:

• Sales Cycle Name/Template

• Description

• Baseline Timeline (days)

• Default Estimated Value ($)

How to Edit

1. Open the selected Sales Cycle

2. Click Edit
   
   

3. Make required changes

4. Click Save

⚠️ Note: Changes may impact forecasting calculations if probabilities or stages are modified.

3. Managing Sales Cycle Steps

Stages define how deals progress. Keeping them optimized is critical.

A. Reordering Steps

• Drag and drop steps into correct sequence

• Ensure logical progression

• Confirm probability increases gradually

B. Editing Step Details

Within each step, you can update:

• Step Name

• Order

• Expected Duration

• Required Tools

C. Deleting a Step

If a stage is no longer needed:

1. Open the Step

2. Click Delete

3. Confirm action

⚠️ If deals are currently in that stage, you must move them before deletion.

4. Managing Step Tools

Each stage can contain structured tools such as:

• Checklists

• Email Templates

• Task Reminders

• Document Requirements

• Automation Triggers

To Manage Tools:

1. Open the specific Sales Step

2. View attached tools

3. Edit, Add, or Remove tools

4. Save changes
   

Best Practice:
Regularly review tools to ensure they reflect your current sales strategy.

5. Monitoring Active Deals in a Cycle

Inside each sales cycle, you can:

• View total deals per stage

• Track pipeline value

• Monitor conversion rates

• Identify bottlenecks

If many deals are stuck in one stage, consider:

• Revising tools

• Updating follow-up processes

• Adjusting stage criteria

6. Adjusting Orders for Accurate Forecasting

Order directly impacts revenue forecasts.

When to Adjust Order

• Historical data shows different conversion rates

• Sales performance improves

• Market conditions change

• Sales strategy shifts

Best Practice:
Base order on actual historical conversion data rather than assumptions.

7. Archiving or Deactivating a Sales Cycle

If a sales cycle is no longer needed:

1. Open the Sales Cycle

2. Click Archive or Deactivate

3. Confirm action

Archiving:

• Preserves historical data

• Prevents new deals from being added

• Maintains forecasting records

This is useful when launching a new sales model.

8. Best Practices for Managing Sales Cycles

✔ Review your cycle quarterly
✔ Keep stages simple and measurable
✔ Avoid unnecessary complexity
✔ Align stages with real buyer milestones
✔ Ensure probabilities reflect real data
✔ Regularly audit tools attached to each step

Common Mistakes to Avoid

✘ Too many sales stages
✘ Unrealistic win probabilities
✘ Ignoring stuck deals
✘ Not updating cycles as strategy evolves

How Sales Cycle Management Impacts Revenue Forecasting

Well-managed sales cycles:

• Improve forecast accuracy

• Increase team accountability

• Reduce sales delays

• Highlight performance gaps

• Enable data-driven decision-making

The more disciplined your sales cycle management, the more predictable your revenue becomes.